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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2251
Center for Financial Planning
Michigan
$91.2K – – –
HNW
2252
High Note Wealth
Minnesota
$91.2K +$90.1K +1,612 New
CWM
2253
CarsonAllaria Wealth Management
Illinois
$88.1K – – –
OCM
2254
Orion Capital Management
California
$87.7K +$86.6K +1,550 New
CAS
2255
Coppell Advisory Solutions
Texas
$87.4K +$26.5K +475 +44%
BFP
2256
Briaud Financial Planning
Texas
$86K – – –
RAM
2257
Ramirez Asset Management
New York
$85.7K – – –
1L
2258
10Elms LLP
Oklahoma
$85.6K +$84.6K +1,514 New
HFS
2259
Hopwood Financial Services
Virginia
$84.8K +$83.8K +1,500 New
WOC
2260
West Oak Capital
California
$84.3K – – –
RWM
2261
Rialto Wealth Management
New York
$84K +$83K +1,486 New
ME
2262
McIlrath & Eck
Washington
$82.7K -$1.9K -34 -2%
WA
2263
Whipplewood Advisors
Colorado
$81.6K +$80.6K +1,443 New
BGA
2264
Battery Global Advisors
Massachusetts
$81.2K – – –
SL
2265
Salomon & Ludwin
Virginia
$80K -$23.9K -428 -23%
AWM
2266
AllSquare Wealth Management
New York
$79.2K – – –
VWA
2267
VSM Wealth Advisory
Maryland
$78.3K +$77.4K +1,385 New
KHC
2268
Koesten Hirschmann & Crabtree
Kansas
$78.1K – – –
TWD
2269
True Wealth Design
Ohio
$74.5K +$3.24K +58 +5%
TIM
2270
Tortoise Investment Management
New York
$72.1K +$168 +3 +0.2%
EPW
2271
Evergreen Private Wealth
Colorado
$71.7K – – –
TCM
2272
Tradewinds Capital Management
Washington
$71.6K +$670 +12 +1%
FFWM
2273
Future Financial Wealth Management
Ohio
$70.7K -$6.98K -125 -9%
BAM
2274
Byrne Asset Management
New Jersey
$70.6K +$4.19K +75 +6%
FDCP
2275
Foster Dykema Cabot & Partners
Massachusetts
$68.9K – – –
89 90
91
92 93